how do i change an account type? when i down load the account it comes across as brokerage account

gnimoyw
gnimoyw Member ✭
edited March 4 in Download, Add/Update Accounts (Windows)
but it is actually a checking account.

Answers

  • splasher
    splasher SuperUser ✭✭✭✭✭
    Is it with a brokerage?  If so, there is no way to change it.
    -splasher  using Q continuously since 1996 -  Subscription Quicken  -  Win11
    -Questions? Check out the  Quicken Windows FAQ list
  • NotACPA
    NotACPA SuperUser ✭✭✭✭✭
    A brokerage isn't a bank ... and thus can NOT legally offer a "checking" account.
    What they can offer is a Money Market Fund that ACTS like a checking account ... but there are subtle legal differences.
    Is this "checking account" actually the cash amount in your brokerage account?  If so, you can go into the Account Details for the brokerage and check "Show Cash in a checking account" which will cause Q to create a pseudo-account for the checking type transactions.
    Q user since DOS version 5
    Now running Quicken Windows Subscription, Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
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